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Marin Bay Wealth Advisors, LLC

All holdings · as of Dec 31, 2025

120 positions

CompanyClassValueShares% of portfolio
COCA COLA CO—$364.6K5,2160.2%
Reddit, Inc.—$369.2K1,6060.2%
NEXTERA ENERGY INC—$385.0K4,7950.2%
PROCTER & GAMBLE Co—$387.3K2,7040.2%
The Boeing Company—$393.1K1,8100.2%
LOCKHEED MARTIN CORP—$395.9K8180.2%
ISHARES TR—$423.1K8940.2%
ISHARES TR—$435.4K1,7690.2%
Valero Energy Corp—$437.3K2,6870.3%
ISHARES BITCOIN TRUST ETF—$438.3K8,8270.3%
Phillips 66—$440.1K3,4110.3%
UNITEDHEALTH GROUP INC—$441.7K1,3380.3%
BlackRock, Inc.—$444.0K4150.3%
Blackstone Inc—$467.8K3,0350.3%
L3HARRIS TECHNOLOGIES, INC. /DE—$485.4K1,6540.3%
VANGUARD WORLD FD—$493.8K2,6690.3%
SELECT SECTOR SPDR TR—$501.8K11,7550.3%
LAM RESEARCH CORP—$507.1K2,9630.3%
THE GOLDMAN SACHS GROUP, INC.—$520.6K5920.3%
JOHNSON & JOHNSON—$524.8K2,5360.3%
Arista Networks, Inc.ANETCommon Stock$524.9K4,0060.3%
CISCO SYSTEMS, INC.—$568.0K7,3730.3%
PEPSICO INC—$593.1K4,1330.3%
MCDONALD'S CORP—$598.9K1,9590.3%
Walmart Inc.—$599.4K5,3820.3%
HOME DEPOT, INC.—$626.5K1,8210.4%
ORACLE CORP—$651.9K3,3440.4%
Parker-Hannifin Corp—$680.0K7740.4%
EMCOR Group Inc—$699.0K1,1430.4%
AbbVie Inc.—$702.1K3,0730.4%
Matson, Inc.—$717.8K5,8090.4%
CATERPILLAR INC—$726.2K1,2670.4%
Palantir Technologies Inc—$748.9K4,2130.4%
Netflix Inc—$771.5K8,2280.4%
ASML HOLDING N V—$772.4K7220.4%
PUBLIC SERVICE ENTERPRISE GROUP INC—$818.4K10,1920.5%
ISHARES TR—$956.3K14,4890.5%
Vertiv Holdings Co—$960.6K5,9290.6%
BANK OF AMERICA CORP /DE—$1.02M18,5470.6%
Palo Alto Networks Inc—$1.03M5,5700.6%
RTX Corp—$1.07M5,8180.6%
ISHARES TR—$1.08M7,8960.6%
ISHARES TR—$1.13M12,6110.6%
VANGUARD INDEX FDS—$1.30M2,6670.7%
Mastercard Inc—$1.58M2,7620.9%
EXXON MOBIL CORP—$1.63M13,5780.9%
Alphabet Inc.—$1.90M6,0641.1%
COSTCO WHOLESALE CORP /NEW—$1.92M2,2251.1%
WELLS FARGO & COMPANY/MN—$2.12M22,7941.2%
VANGUARD INDEX FDS—$2.13M11,9871.2%
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